SWDRX Mutual Fund

SWDRX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
-0.61%
3 Months
+1.80%
6 Months
+3.91%
YTD
+5.49%
1 Year
+13.03%
3 Years (annualized)
+10.96%
5 Years (annualized)
+5.50%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWDRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2030 Composite Index(^SPTGT30)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+6.99%
vs Peers
-1.50%

SWDRX Mutual Fund Performance

SWDRX performance across multiple time periods: 1-month -0.61%, YTD 5.49%, 1-year 13.03%, 3-year 10.96%, 5-year 5.50%, 10-year 8.01%.

SWDRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

SWDRX vs another fund shows side-by-side returns. SWDRX alternatives are available in the Mutual Fund Screener.